JAY VANDERPOOL SCHOLARSHIP FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAY VANDERPOOL SCHOLARSHIP FUND (EIN 76-6038758)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-01
- IRS object ID
- 202121529349100517
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-01T13:20:50-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832933734 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEAD MAXWELL & MCKENNA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 MARKET ST STE 401 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 766038758 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY VANDERPOOL SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O FROST BANK TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAYV | BusinessNameControlTxt |
| Phone | 4097707158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FROST BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4097707158 | PhoneNum |
| Signature | 2021-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDSAY | PersonFirstNm |
| Person Last | GLOVER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY D MAXWELL JR | PreparerPersonNm |
| PTIN | P00627267 | PTIN |
| Phone | 4097636479 | PhoneNum |
| Preparation | 2021-05-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $140,818 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,326 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,206 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,206 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,416 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,416 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,646 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,622 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $811 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $406 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $375 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,206 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $781 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,984 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,206 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,281 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,440 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,426 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,426 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $68 | AcctRcvblAmt |
| Acct Rcvbl BOY | $111 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $68 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $68 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $109,133 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $110,180 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $134,324 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $116,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $140,818 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $116,682 | RetainedEarningBOYAmt |
| Retained Earning EOY | $116,674 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $116,682 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $116,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $116,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $116,682 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $116,674 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $116,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 4246.686 SH INVESCO CORE BOND FD | P | 2020-04-22 | $30,364 | $28,674 | $1,690 | $1,690 | |
| 8.542 SH T ROWE PRICE MDCP GWTH FD | P | 2020-06-29 | $788 | $687 | $101 | $101 | 2014-11-06 |
| 180.013 SH INVESCO CORE BOND FD | P | 2020-04-22 | $1,287 | $1,266 | $21 | $21 | |
| 24.444 SH T ROWE PRICE INTL DISCOVER | P | 2020-04-22 | $1,435 | $1,045 | $390 | $390 | 2010-11-18 |
| 75.476 SH AMER BEACON STEPHEN SM CAP | P | 2020-01-29 | $1,201 | $1,111 | $90 | $90 | 2019-01-23 |
| 4.387 SH T ROWE PRICE INTL DISCOVERY | P | 2020-06-29 | $309 | $188 | $121 | $121 | 2010-11-18 |
| 1.723 SH ISHARES S&P 500 STK INDEX | P | 2020-06-29 | $626 | $473 | $153 | $153 | 2017-01-25 |
| 16.066 SH COHEN & STEERS REALTY FD | P | 2020-04-22 | $597 | $765 | -$168 | -$168 | |
| 2.362 SH COHEN & STEERS REALTY FD | P | 2020-06-29 | $95 | $103 | -$8 | -$8 | |
| 190.012 SH FIDELITY EMER MKT INDEX | P | 2020-04-22 | $1,678 | $2,012 | -$334 | -$334 | 2019-07-24 |
| 20.81 SH FIDELITY EMER MKT INDEX FD | P | 2020-06-29 | $206 | $220 | -$14 | -$14 | 2019-07-24 |
| 21.186 SH HARDING LOEVNER EMER MKTS | P | 2020-04-22 | $949 | $855 | $94 | $94 | |
| 1.286 SH HARDING LOEVNER EMER MKTS | P | 2020-06-29 | $65 | $58 | $7 | $7 | 2016-07-27 |
| 288.819 SH HARTFORD FLOATING RATE FD | P | 2020-04-22 | $2,172 | $2,445 | -$273 | -$273 | |
| 19.044 SH JOHN HANCOCK DISC VAL MDCP | P | 2020-06-29 | $345 | $394 | -$49 | -$49 | |
| 41.026 SH LAZARD INTL EQUITY PTF | P | 2020-04-22 | $599 | $714 | -$115 | -$115 | 2013-10-25 |
| 9.639 SH LAZARD INTL EQUITY PTF | P | 2020-06-29 | $158 | $168 | -$10 | -$10 | 2013-10-25 |
| 16.235 SH T ROWE PRICE GWTH STK FD | P | 2020-06-29 | $1,277 | $917 | $360 | $360 | 2017-01-25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,416 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$327 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $62 | SubtotalAmt |
| Tax Based On Investment Income | $62 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $62 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FROST BANK | IndividualWithBooksNm |
| Phone | 4097707158 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2016 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FROST BANK | ||||||||
| 2201 MARKET STREET 3RD FLOOR | GALVESTON | TX | 77550 | TRUSTEE | 1.00 | $1,622 | $0 | $0 |
| DR HAROLD Y VANDERPOOL | ||||||||
| 2308 ALDWORTH DRIVE | CEDAR PARK | TX | 78613 | ADVISORY COM | 4.00 | $0 | $0 | $0 |
| DR NATHALIE BARTLE | ||||||||
| 318 S AMERICAN STREET | PHILADELPHIA | PA | 191064334 | ADVISORY COM | 4.00 | $0 | $0 | $0 |
| JON Y VANDERPOOL | ||||||||
| 3289 CORTE VERA CRUZ | CARLSBAD | CA | 92009 | ADVISORY COM | 4.00 | $0 | $0 | $0 |
| KATHERINE C PROVOST | ||||||||
| 17 SMOKEY HILL ROAD | WAYLAND | MA | 01778 | ADVISORY COM | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDED COLLEGE SCHOLARSHIPS TO GALVESTON HIGH SCHOOL STUDENTS THROUGH THE GALVESTON YOUTH LEADERSHIP SCHOLARSHIP PROGRAM ADMINISTERED BY ANOTHER NON-PROFIT ORGANIZATION | Description1Txt |
| Expenses1 | $6,281 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $121,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,455 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $68 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $126,845 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $126,845 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,903 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $124,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62 | TotalTaxAmt |
| Distributable Before Adj | $6,185 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,185 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,185 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,281 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,281 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,281 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,185 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,161 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $352 | TotalForPriorYearsAmt |
| Qualifying Distributions | $6,281 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,161 | AppliedToYear1Amt |
| Applied To Current Year | $1,120 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $352 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $352 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $5,065 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HAROLD Y VANDERPOOL | ContributingManagerNm |
| Contributing Manager | NATHALIE A VANDERPOOL BARTLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HARVARD COLLEGE | ||||||
| ONE NORTH HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | EDUCATION | $2,500 |
| TYLER DOUGLAS POLZIN | ||||||
| 4130 PIRATES BEACH | GALVESTON | TX | 77554 | NONE | SCHOLARSHIP | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,206 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,416 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,646 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,646 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990-PF TAX PREP FEE | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $375 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $110,180 | BookValueAmt |
| EOYFMV | $134,324 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2019 FORM 990-PF EXCISE TAX | $92 | |
| FOREIGN TAXES ON DIVIDENDS | $20 | $20 |